Smarter Week

How to automate it

How to automate “find signed contracts and specific clauses”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

20 min
typically, every day
70%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Put signed contracts in a repository that reads them for you

AI contract repositories pull out parties, dates, renewal terms and key clauses so you can search "which contracts auto-renew in Q1?" instead of opening PDFs.

Typically saves about 60% of the time8 h to set up
  1. 1Gather signed contracts into one place.
  2. 2Load them into DocuSign Navigator, Ironclad, Juro, SpotDraft, Concord or Workday Contract Intelligence (formerly Evisort).
  3. 3Check the extracted data for your top 50 contracts.
  4. 4If you have none of these, ask Microsoft Copilot or Gemini over a single contracts folder.

Tools: DocuSign Navigator · Ironclad · Juro · SpotDraft · Workday Contract Intelligence · Microsoft Copilot

Fix 2 of 2

Process fix

Agree one home for each kind of file

Most searching comes from the same thing living in three places. Pick one place per type and link to it.

Typically saves about 35% of the time1 h to set up
  1. 1List the five things people search for most.
  2. 2Pick one home for each (one folder, one wiki page, one system).
  3. 3Pin the links in your team channel.
  4. 4Move or delete the copies.

Tools: SharePoint, Google Drive, Notion or Confluence

Quick wins

Have you tried…

Can you search signed contracts by renewal date or clause instead of opening PDFs?
AI contract repositories read your signed contracts and pull out parties, dates and key terms, so you can ask "what auto-renews next quarter?".

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Contract managers